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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2015 | 07/2020 |
| Sun Fcu | Oregon | OH | 12/2015 | 07/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2020 | 05/2025 |
| Elevations Credit Union | Boulder | CO | 07/2020 | Present |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
1. 3/3/2025: Aspen Property LLC; Sylvania, OH; Real Estate Rental; Inv. related; start date 4/1/2012; 2hrs/mo.; 0hrs during trading. 2. 4/29/2025: Investment products and services are offered through LPL Financial LLC using the DBA/trade name Elevations Wealth Management Services; At reported business location(s); Inv. related; start date 4/29/2025; 160hrs/mo. during trading. 3. 06/03/2026 - DiLallo Salon - Business Owner - Not Investment Related - Longmont, CO - Start Date 06/05/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-27 |
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